Barry Oliver is a PFS™ credentialed financial advisor with 27 years of industry experience. He currently works at Earned Wealth Advisors, LLC and has previously been associated with firms including Thomas Doll, PensionOne Advisors, Inc., and TD Payroll, Inc. Outside of his advisory role, he is a member of GEOTC I, LLC, where he contributes to business decisions and bill approvals. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting. Its integration with affiliated businesses and use of third-party consultants distinguishes the firm within the multi-team advisor space.

Jeanne Suh is a CFP® with 20 years of experience in the financial industry. She has worked at Destination Wealth Management since 2024, following prior roles at Consilium Wealth Management and Charles Schwab, where she spent 16 years. Destination Wealth Management offers discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term strategies across multiple asset classes.

Preetika Pande is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Destination Wealth Management since 2020 and previously spent four years at Polaris Greystone Financial Group, LLC. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with formal committee oversight.

Geoffrey Zimmerman is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Integrated Advisors Network LLC since 2018 and previously spent 11 years at Mosaic Financial Partners, Inc. He holds Series 63 and Series 66 licenses. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, employing a variety of investment approaches and frequently uses third-party sub-adviser platforms to implement client plans.

Nicholas Gizzarelli is a financial advisor at Earned Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Capital Performance Advisors LLP d/b/a Thomas Doll and Oriole Advisors, LLC. Earned Wealth Advisors serves individual and institutional clients, specializing in physicians, dentists, and their practice employees, providing comprehensive financial planning, wealth management, and retirement plan consulting. The firm utilizes independent investment managers and model portfolios, with ongoing monitoring and access to alternative investment strategies, supported by a suite of affiliated businesses and educational resources.

Navjeet Chahal is a financial advisor with Earned Wealth Advisors, LLC and holds experience dating back to 2007 through prior roles at Chahal & Associates Inc. and Chahal & Associates LLC. He is also involved as a member in several business entities related to commercial real estate and hospitality. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by third-party consultants and an internal investment committee, offering financial planning, discretionary wealth management, and specialized retirement-plan advisory services.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Hohman is an investment advisor representative with Kestra Advisory Services, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He also serves as a Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. She previously worked at Abbrea Capital, LLC and Apperio, and earlier held a role at Factset Research Systems. Cerity Partners serves a diverse client base, including individuals, families, trusts, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm combines proprietary quantitative methods with third-party and direct investment strategies and offers access to alternative and private market solutions for qualified clients.

Eric Aanes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial, LLC and Titus Wealth Management. Outside of his advisory work, he is a business owner of Chaya M Cafe. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Edna Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes work with multiple firms such as AmeriTrust Mortgage and various insurance and financial education enterprises. Reyes is also involved in educational efforts related to estate planning and group employee benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered investment adviser and a broker-dealer, with a range of program options and significant assets under management.

Vivian Tsai is a financial advisor with TIAA-CREF, holding a Series 66 designation and 24 years of industry experience. She has been with TIAA-CREF since 2014. Tsai serves as Treasurer and Executive Committee Member of the College Savings Foundation, an organization focused on promoting saving for higher education. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model portfolios and customized solutions within a fiduciary framework.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Dillon is a financial advisor with Carson Wealth based in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member for Marin MOCA, a museum of contemporary art, where he participates in decisions regarding capital expenditures and educational programs. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios and providing tailored investment solutions with ongoing portfolio oversight and integrated technology support.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Hudson is a CFP® and Series 65-registered financial advisor with 15 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Abbrea Capital, LLC, GFO Advisory Services, LLC, CSI Capital Management Inc, and Tamalpais Wealth Advisors. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.